See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $638,530 | $80,717+691.1% | $154,803+312.5% | $84,808+652.9% |
| Participation rate | 39.3% | 66.8%-27.5pp | 78.1%-38.8pp | 68.3%-29.0pp |
| Annual return | 13.24% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,227 | $2,761-55.6% | $4,305-71.5% | $2,631-53.4% |
| Participant deferral / active EE | $5,193 | $3,303+57.2% | $5,540-6.3% | $4,212+23.3% |
| Admin fee / account holder | $1,667 | $6,746-75.3% | $14,329-88.4% | $7,344-77.3% |